Sales'Up Catalog selection enhancements for Creatio - the product is designed to simplify work with catalogs in the system. It helps to filter the necessary records automatically, set up a hierarchy of selection, add the necessary records to the detail conveniently and quickly.
The product will be useful for companies with a wide range of products for effective organization of the work of users with the selection of products in Creatio.
- Replacing the standard functionality of adding a record by a catalog and possibility to customize the catalog for any part of the section;
- Automatically filter products in the assortment according to the terms of the contract, the client and his needs, so that not all products in the system are displayed on the selection page, but only those that meet the filter criteria;
- Organize the list into a tree scheme and add all positions with one click;
- Offers two ways to select a product from the selection page to the part;
- Sort products on the selection page by a column;
- Set up filtering not only for object records, but also for the list of products;
- Set up filtering of the price history for parts depending on the conditions on the main object, contract;
- Specify quick-search columns;
- Set up automatic recalculation of the product price, depending on the contract currency.
Terms & Conditions
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
To request SalesUp demo licenses for 14 days:
- Go to the "SalesUp License Manager" in the system designer.
- Click the "Request licenses" button.
- In the modal window that appears, select the product, fill in the company name, email for communication and click the "submit" button.
A temporary license of Sales'Up for 14 days will be installed independently.
Leave your feedback about the solution to its developer and Marketplace team
Product packages conversion to assembly packages
The cost of the product is indicated for the company without limitation on the number of users.
As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.